Rename CaseWare Engagement Files

Note the following: 

  • An engagement file cannot be renamed within Windows Explorer.
  • The rename function is not available when you currently have an engagement file open. To rename the file, you would need to be out of the file. (File > Close will return you to the welcome screen).
  • Engagement files will not be able to be renamed if the file has already been published to Cloud or onto your Server.

 

To rename non-smart sync engagement files:

Step 1: Launch CaseWare Working Papers.

Step 2: From the File tab, select Rename File. The rename file options will appear on the right

Step 3: In the Select Client file to rename the field, click the drop-down button to choose the file you wish to rename.

Step 4: In the New Name field, enter the desired name.

Step 5: Select Generate a new identifier for this file.

Step 6: Click the Rename File to rename the selected engagement.


 To rename smart-sync engagement files:

If the engagement file has already been published, this feature will not be available. The only way to rename the file is to create a backup (without its sync folders) and republish the file with a different name. You may then replace your originally wrong named file in your server with your correctly named file.

Step 1: Create a backup of the file (do not include the sync folder)

Step 2: Locate, and rename the backup file.

Step 3: Republish the backup file onto the server/cloud.

 

 

 

 

Attached Files
There are no attachments for this article.
Related Articles
How to create a Combined Audit and Financials Engagement File
Viewed 4478 times since Thu, May 8, 2014
How to Create your own / user defined Leadsheet
Viewed 5185 times since Thu, Jun 19, 2014
How to Create a Calculated Adjusting Entry
Viewed 5577 times since Fri, Jun 20, 2014
Why Shouldn’t I use USB’s to manage my CaseWare files?
Viewed 2003 times since Fri, Jun 20, 2014
Share SmartSync CaseWare files to other firms using CaseWare
Viewed 3670 times since Mon, Aug 18, 2014
MENU